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Investment Management News

Emotomy® Deepens Integration with Schwab Advisor Center®

Latest platform enhancement helps advisors improve efficiency, convenience

CHICAGO – Emotomy®, an institutional-caliber digital investment platform, can help advisors improve their daily efficiency with the seamless integration of Emotomy’s powerful portfolio construction tool and the Schwab Advisor Center® custodial platform.

“This latest update from Emotomy offers a streamlined experience to users, and builds on Emotomy’s history of integrating its award-winning technology with the tools and services advisors use every day,” said Sabrina Bailey, Head of Emotomy and Northern Trust’s Digital Investment Advice platform. “As one of the few open-architecture solutions, Emotomy was already a work simplifier and time saver for advisors. This integration enhances both of these key benefits and demonstrates our continued commitment to integrating with fintech providers, improving advisor efficiency.”

With this new single sign-on experience advisors will have seamless access to Schwab Advisor Center via Emotomy, creating workflow efficiencies that can help them get assistance faster. “Schwab is pleased to see the deepened integration with Emotomy,” said Kartik Srinivasan, Senior Managing Director of Schwab Digital Advisor Solutions. “Quality integration like this aligns well with our ongoing strategy to offer advisors depth and choice among leading industry technology providers.”

With a powerful portfolio engine, paperless automation, seamless integration with custodians, and a management oversight feature, Emotomy® enables financial professionals to provide scalable personalized advice to their clients by offering a highly customizable digital platform.
This latest enhancement to the Emotomy platform is just one in a series of 2020 release updates that have delivered a modernized user interface to help advisors personalize the user experience for their clients and introduced greater choice on its open-architecture platform. Earlier this year, the platform was updated to include a multi-factor income portfolio for those advisors seeking income in a low-yield environment.

Northern Trust Asset Management completed its acquisition of Belvedere Advisors LLC, which included the Emotomy platform, one year ago.1 Since acquisition, Emotomy has launched a new public-facing website (www.emotomy.com). And in the coming weeks will release an upgraded version of its platform.

About Emotomy®
Emotomy is an institutional-caliber digital investment platform that lets financial advisors easily personalize and brand their advice — at scale. A true open architecture solution, Emotomy offers advisors unique investment and custodial flexibility. Designed by a Chief Investment Officer, advisors can leverage the sophisticated portfolio management, risk, and trading capabilities to implement their own strategies, or access and build on its exclusive investment options. With Emotomy’s powerful portfolio engine, paperless automation, seamless integration with custodians, and management oversight feature, advisors and CIOs are able to spend more time enhancing the client experience and less on administration.

About Northern Trust Asset Management
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives. Entrusted with US$1.1 trillion of investor asset as of September 30, 2020, we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect, and transparency.

Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, and investment personnel of The Northern Trust Company of Hong Kong Limited, , Belvedere Advisors LLC and The Northern Trust Company.

About Northern Trust
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 22 U.S. states and Washington, D.C., and across 22 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of September 30, 2020, Northern Trust had assets under custody/administration of US$13.1 trillion, and assets under management of US$1.3 trillion. For more than 130 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Please visit our website or follow us on Twitter.

Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Please read our global and regulatory information.

1Northern Trust Investments, Inc., Northern Trust Asset Management’s primary SEC registered investment advisor, was the acquiring entity.